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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,026
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$562K
3
+$555K
4
CURI icon
CuriosityStream
CURI
+$74.9K
5
ONEM
1Life Healthcare
ONEM
+$20.6K

Top Sells

1
+$7.11M
2
+$5.71K
3
+$5.38K
4
BBBY
Bed Bath & Beyond
BBBY
+$163

Sector Composition

1 Technology 6.39%
2 Healthcare 4.97%
3 Financials 3.57%
4 Industrials 2.73%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.36M 0.01%
24,659
502
$1.36M 0.01%
6,177
503
$1.35M 0.01%
6,581
504
$1.34M 0.01%
69,595
505
$1.31M 0.01%
35,866
506
$1.31M 0.01%
6,584
507
$1.31M 0.01%
52,584
508
$1.3M 0.01%
8,846
509
$1.3M 0.01%
11,902
510
$1.29M 0.01%
20,432
511
$1.27M 0.01%
34,442
512
$1.27M 0.01%
37,273
513
$1.27M 0.01%
23,070
514
$1.26M 0.01%
7,295
515
$1.22M 0.01%
5,014
516
$1.22M 0.01%
141,330
517
$1.22M 0.01%
22,484
518
$1.21M 0.01%
15,525
519
$1.21M 0.01%
29,500
520
$1.21M 0.01%
45,423
521
$1.21M 0.01%
33,007
522
$1.2M 0.01%
23,321
523
$1.2M 0.01%
20,853
524
$1.2M 0.01%
37,005
525
$1.2M 0.01%
18,544
19 20
21
22 23